MFS
DFS

Mattson Financial Services’s Discover Financial Services DFS Stock Holding History

Mattson Financial Services’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-194
Closed -$33.1K – 202
2025
Q1 		$33.1K Hold
194
– – 0.01% 198
2024
Q4 		$27.2K Buy
+194
New +$31.8K 0.01% 212

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DWM
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KIM
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VanEck Associates
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IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SS
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OLVIG
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HNB
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Mattson Financial Services's DFS Position: Q2 2025 in Review

Mattson Financial Services sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 194 shares — an estimated $33.1K sold.

Mattson Financial Services first reported a position in DFS in Q4 2024 and held it in 2 quarters. The position peaked at $33.1K in Q1 2025. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Mattson Financial Services reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 194 Discover Financial Services shares in Q2 2025, an estimated $33.1K.
  • Mattson Financial Services first reported a position in Discover Financial Services in Q4 2024 and held it in 2 quarters.
  • Mattson Financial Services's Discover Financial Services position peaked at $33.1K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.